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  • Consistent 50

Nucleus Financial

Adviser-owned wrap service

Edinburgh-based wrap platform specialist Nucleus Financial was founded in 2006 but now has more than £14.3bn in assets under management (as of 30 June 2018).

Nucleus allows financial advisers to give their clients access to all their financial investments, from ISAs to pensions, in one online account. To date, about 800 advice firms are using its technology.

Nucleus was created by a group of seven adviser firms, and the company remains 52%-owned by financial advisers.

In July 2018, it floated on the AIM for the first time.

Nucleus closes head office due to flooding
Nucleus closes head office due to flooding

'Yellow' weather warnings

  • Advisory
  • 12 July 2019
David Ferguson: Five key trends facing the UK platform market in 2019
David Ferguson: Five key trends facing the UK platform market in 2019

Who pays for platforms?

  • Platforms
  • 16 January 2019
Cost savings, IPOs and senior departures: The key wealth management events of 2018
Cost savings, IPOs and senior departures: The key wealth management events of 2018

Which stories dominated the headlines?

  • Markets
  • 07 December 2018
Revealed: The winners of the Women in Financial Advice Awards 2018
Revealed: The winners of the Women in Financial Advice Awards 2018

Tilney scoops two awards

  • Advisory
  • 11 October 2018
Nucleus set to float on AIM later this month
Nucleus set to float on AIM later this month

'£150m valuation’

  • Platforms
  • 02 July 2018
Nucleus set to float on AIM - reports
Nucleus set to float on AIM - reports

‘£150m valuation’

  • Advisory
  • 29 June 2018
Why the sudden craze for platform floats?
Why the sudden craze for platform floats?

AJ Bell and Embark latest to confirm IPO plans

  • Platforms
  • 12 March 2018
Nucleus plans Q2 float - reports; Transact lists on LSE
Nucleus plans Q2 float - reports; Transact lists on LSE

AUM of £13bn

  • Wealth Management
  • 02 March 2018
Why fund groups need a 'Netflix approach' to data
Why fund groups need a 'Netflix approach' to data

Helped by platforms

  • Platforms
  • 03 November 2017
Standard Life and Seven IM multiple winners at UK Platform Awards
Standard Life and Seven IM multiple winners at UK Platform Awards

Nucleus again Platform of the Year

  • Platforms
  • 27 September 2017
Meet the Adviser Champions: Nucleus's David Ferguson
Meet the Adviser Champions: Nucleus's David Ferguson

Our video series continues

  • Wealth managers
  • 25 May 2017
Nucleus appoints Punter Southall chairman to board
Nucleus appoints Punter Southall chairman to board

Instrumental in set up of firm

  • People moves
  • 16 March 2017
Celebration of Paul Bradshaw's life set for 24 March
Celebration of Paul Bradshaw's life set for 24 March

2pm at St Mary Abbots Church, London W8

  • Investment
  • 21 February 2017
Skandia founder Bradshaw passes away
Skandia founder Bradshaw passes away

Was chairman of Nucleus and River & Mercantile

  • Fund management
  • 13 January 2017
Industry reacts to FCA study: Fund rationalisation, significant costs and 'immoral' profits
Industry reacts to FCA study: Fund rationalisation, significant costs and 'immoral' profits

'FCA's finest ever piece of work'

  • Regulation
  • 18 November 2016
Nucleus wins Platform of the year accolade at 2016 UK Platform Awards
Nucleus wins Platform of the year accolade at 2016 UK Platform Awards

Transact named Platform of the decade on ceremony's 10th anniversary

  • Platforms
  • 21 September 2016
Property suspensions create model portfolio admin headache for wealth managers
Property suspensions create model portfolio admin headache for wealth managers

Problems for platforms

  • Property
  • 15 July 2016
Advisers' DFM use doubles in a year

Now accounts for a quarter of investment approaches

  • Regulation
  • 03 June 2016
Nucleus' Neilson: Time to boost adviser due diligence on DFMs
Nucleus' Neilson: Time to boost adviser due diligence on DFMs

Follows FCA due diligence report

  • Platforms
  • 07 March 2016
Philbin's Wellian partners with IFA FiveWays for bespoke MM range

Portfolios will invest in a number of collectives

  • Wealth Management
  • 25 August 2015
Revealed: Winners of the Investment Marketing and Innovation Awards 2015

Marketing and Innovation winners revealed

  • Funds
  • 05 July 2015
Nucleus' Neilson: DFM platform fees set to come under pressure
Nucleus' Neilson: DFM platform fees set to come under pressure

Fees charged by discretionary fund managers to platforms are set to face the same downwards pressure being seen elsewhere in the industry, Nucleus business development director Barry Neilson has predicted.

  • Platforms
  • 18 May 2015
'Politics and pensions' dent early 2015 platform business

A "combination of politics and pensions" contributed to slower sales across platforms in the first three months of the year, with the year-on-year (YOY) asset growth rate also receding, according to research.

  • Platforms
  • 15 May 2015
Nucleus chief brands retail fund management 'out of control'

Retail fund management is "out of control" and should borrow ideas from the institutional sector to radically reorganise, Nucleus chief executive David Ferguson has said.

  • Platforms
  • 06 March 2015
12

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